Owner's Construction Manager study materials
Owner's Construction Manager study resources

Owner's Construction Manager study plan

Owner's Construction Manager · Give each week a clear focus.

8 weeks · About 7 hours per week

Week 1

Project Delivery Methods

  • Distinguish design-bid-build, design-build, CM-at-risk, and CM-as-advisor by allocating risk, cost certainty, and schedule compression for each

  • Explain how the owner's construction manager's authority and liability shift between agency CM and CM-at-risk roles

  • Map the sequence of owner decisions from programming through closeout for two delivery methods and note where the CM adds the most value

  • Draft a one-page comparison matrix of delivery methods scored against cost, schedule, quality, and owner staffing burden

Your checkpoint

A one-page delivery-method decision matrix with at least four methods scored on five owner criteria and a written rationale for the top choice on a sample project

Week 2

Project Delivery Methods & Pre-Project Planning and Programming

  • Analyze how delivery-method choice constrains or enables early procurement of long-lead items and phased permitting

  • Translate a project program into measurable area, capacity, and performance targets with traceable assumptions

  • Identify the owner decision gates that must be closed before design authorization and list the consequences of skipping each

  • Estimate a rough order-of-magnitude budget from program quantities and defend the contingency allowance

Your checkpoint

A two-page pre-design brief containing the program summary, ROM budget with contingency, and a list of unresolved owner decisions blocking design start

Week 3

Pre-Project Planning and Programming

  • Build a stakeholder and approvals register covering authorities having jurisdiction, utilities, and internal owner approvers with lead times

  • Sequence site due-diligence tasks such as survey, geotechnical investigation, environmental review, and utility capacity checks against the design calendar

  • Convert the program into a milestone schedule showing permitting and procurement durations as explicit activities

  • Write acceptance criteria for design deliverables so the owner can judge completeness objectively

Your checkpoint

A permitting and due-diligence register with at least 15 entries, each with an owner, a lead time, and a predecessor link into the milestone schedule

Week 4

Design and Construction Procurement

  • Select the appropriate procurement route for three scenarios differing in schedule pressure, design maturity, and risk tolerance

  • Draft evaluation criteria and a weighting scheme that separates pass-fail qualifications from scored technical and price factors

  • Explain the mechanics and risks of best-value, low-bid, and qualifications-based selection from the owner's side of the table

  • Prepare prequalification questions that test financial capacity, safety record, and comparable-project experience

Your checkpoint

A complete solicitation evaluation plan for one scenario, including weighted criteria, scoring rubric, and a prequalification questionnaire of at least 12 questions

Week 5

Design and Construction Procurement & Construction Phase Management

  • Structure a construction contract with clear scope, schedule milestones, liquidated damages, and change-order procedures

  • Plan the mobilization and pre-construction conference agenda, including submittal, RFI, and meeting cadences

  • Design a submittal and RFI workflow with review turnaround times and escalation paths

  • Set up a quality-assurance observation program with defined hold points and documentation standards

Your checkpoint

A construction-phase startup package containing the contract exhibit list, pre-construction meeting agenda, and a submittal and RFI workflow diagram with turnaround targets

Week 6

Construction Phase Management

  • Evaluate a change-order request by testing scope entitlement, pricing reasonableness, and schedule impact before recommending owner action

  • Run a risk workshop that ranks owner-side risks by probability and consequence and assigns mitigation owners

  • Prepare a monthly owner report that communicates progress, cost exposure, open risks, and decisions needed

  • Outline the substantial completion, punch-list, and closeout documentation sequence including warranties and as-builts

Your checkpoint

A mock monthly owner report for a sample project including a risk register of at least 10 ranked risks, a change-order recommendation memo, and a closeout checklist

Week 7

Project Controls, Cost and Schedule

  • Read a cost report and reconcile commitments, actuals, and forecast-to-complete against the approved budget

  • Interpret a critical-path schedule, identify float consumption, and explain the schedule effect of a two-week delay

  • Compute earned-value indicators and translate them into a plain-language status statement for the owner

  • Design a set of control thresholds and escalation triggers for cost and schedule variance

Your checkpoint

A cost and schedule control worksheet with worked earned-value calculations, a variance narrative, and defined escalation thresholds

Week 8

Owner Organization, Ethics and Collaboration & Project Delivery Methods & Construction Phase Management

  • Apply a decision framework to three ethical scenarios involving confidentiality, conflict of interest, and pressure to approve deficient work

  • Map the owner organization's roles, decision rights, and communication lines for a representative project

  • Assess which delivery-method and contract choices best support collaborative behavior and identify incentives that reward it

  • Synthesize the full course into a personal checklist of owner-side CM duties by project phase

Your checkpoint

A personal owner's CM playbook of no more than four pages covering phase-by-phase duties, ethical decision rules, and a role and decision-rights map

Milestones

Week 2: Can defend a delivery-method recommendation and a ROM budget in writing without referring to notes

Week 4: Score at least 80 percent on a self-written 20-question quiz covering delivery methods, pre-project planning, and procurement

Week 6: Produce a change-order recommendation and a ranked risk register that a peer reviewer judges complete and internally consistent

Week 8: Complete a timed 60-question practice exam across all six domains with every missed item logged and explained in the playbook